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2026 equity research summer analyst new york, ny Jobs in New York

private equity associate

FocusGrowth Asset Management

<div>
 
 
 FOCUSGROWTH ASSET MANAGEMENT
 
 
 
 
 
 
 
 Associate &mdash; Investment Team
 
 
 
 
 
 
 New York, NY (Remote Flexibility)&nbsp;|&nbsp;Full-Time
 
 
 
 
 
 Note: This is a direct hire. We are not engaging external recruiters or agencies for this role.
 
 
 
 
 
 
 About FocusGrowth
 
 
 
 FocusGrowth Asset Management is an&nbsp;institutional investment firm&nbsp;dedicated to the&nbsp;U.S. cannabis industry, with over $1.1 billion deployed since 2020 predominantly across senior secured credit. Our investment approach combines private equity&ndash;style engagement &mdash; hands-on portfolio monitoring, active risk management, and ongoing strategic dialogue with management teams &mdash; with institutional-grade underwriting. While senior secured debt is our primary focus, we invest opportunistically across the capital structure to capture the best risk-adjusted return opportunities as they arise.
 
 
 
 
 
 Our investment team operates with a focused, high-conviction mandate. Every team member is involved across the full transaction lifecycle, from origination and structuring through execution and portfolio monitoring.
 
 
 
 
 
 The U.S. cannabis sector remains one of the most capital-constrained industries of scale, creating a persistent opportunity to originate investments at what we believe are attractive returns with strong structural protections. Our platform is built to capitalize on this inefficiency through disciplined underwriting and deep industry expertise.
 
 
 
 
 
 
 The Opportunity
 
 
 
 We are hiring an Associate to join the Investment Team. This is a principal investing role on a lean deal team where you will take meaningful responsibility for underwriting, structuring, and executing investments from day one &mdash; primarily senior secured credit, with exposure to opportunistic positions across the capital structure including public equity, convertible instruments, and secondary market purchases. You will work directly alongside senior decision-makers&nbsp;and the firm&rsquo;s investment committee.
 
 
 
 
 
 
 What You&rsquo;ll Do
 
 
 
 
 
 Underwriting &amp; Execution
 
 
 
 <ul>
 <li>
 Conduct bottoms-up credit analysis, including three-statement financial modeling, cash flow forecasting, and downside scenario analysis
 </li>
 <li>
 Evaluate new investment opportunities end-to-end: initial screening, due diligence, financial modeling,&nbsp;loan agreement structuring,&nbsp;and investment memo preparation
 </li>
 <li>
 Support deal structuring and term sheet negotiation for senior secured term loans, including pricing, covenant packages, and collateral frameworks
 </li>
 </ul>
 
 
 
 Portfolio Management
 
 
 
 <ul>
 <li>
 Monitor a portfolio of active credit investments: track monthly borrower financials, test covenant compliance, and flag emerging risks
 </li>
 <li>
 Build and maintain borrower monitoring dashboards and portfolio-level reporting for internal and investor use
 </li>
 <li>
 Participate in borrower calls, site visits, and management meetings; contribute to ongoing strategic dialogue with portfolio company leadership
 </li>
 </ul>
 
 
 
 Research &amp; Market Intelligence
 
 
 
 <ul>
 <li>
 Research state-level cannabis regulatory developments, legislative changes, and licensing dynamics to inform underwriting assumptions and portfolio positioning
 </li>
 <li>
 Track competitive landscape: M&amp;A activity, capital markets developments, and peer lender behavior to support deal sourcing and market timing
 </li>
 </ul>
 
 
 
 
 
 Who You Are
 
 
 <ul>
 <li>
 1&ndash;3 years of experience in investment banking, private equity, equity research, leveraged finance, direct lending, restructuring, or credit analysis at a bank, fund, or advisory firm
 </li>
 <li>
 Strong financial modeling skills: you can build a three-statement forecast model, construct a debt waterfall, and stress-test a capital structure from a blank workbook
 </li>
 <li>
 Clear, concise communicator who can distill complex analysis for different audiences: internal team, outside counsel, co-lenders, and borrower management
 </li>
 <li>
 Self-starter who thrives in a fast-paced, entrepreneurial environment with minimal structure; you identify what needs to be done and do it
 </li>
 <li>
 Intellectually curious and willing to develop expertise in an emerging, rapidly evolving sector
 </li>
 <li>
 Knowledge of the cannabis industry is a plus but not required
 </li>
 </ul>
 
 
 
 
 
 Why FocusGrowth
 
 
 <ul>
 <li>
 
 Principal Investing from Day One.&nbsp;
 
 This is not a support role. You will evaluate, structure, and execute investments with direct exposure to senior decision-makers across every transaction
 </li>
 <li>
 
 Institutional Platform, Entrepreneurial Mandate.&nbsp;
 
 We combine the infrastructure, capital base, and rigor of an institutional fund with the speed, ownership culture, and direct access to decision-makers that define the best emerging platforms
 </li>
 <li>
 
 Full-Spectrum Skill Development.&nbsp;
 
 Unlike larger platforms where roles are siloed, you will develop skills across financial modeling, legal document negotiation, portfolio management, and borrower engagement
 </li>
 </ul>
 
 
 
 
 FocusGrowth is not partnering with recruiting agencies for this search. Unsolicited outreach will not be considered.
 
</div>

Associate

Oppenheimer Holdings

<div>Who We Are:
Oppenheimer &amp; Co. Inc. (&ldquo;Oppenheimer&rdquo;) is a leading middle-market investment bank and full service broker-dealer, With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity &amp; fixed income research, market making, trust services and investment advisory and asset management services.
Our Investment Banking Team is committed to providing in-depth industry knowledge and delivering creative, market-based strategies to clients in all major industries, with a specific focus on Consumer and Retail, Energy, Financial Institutions, Healthcare, Industrial Growth and Services, Industrials, as well as Technology, Media and Communications. Our range of services includes Equity Capital Markets, Debt Capital Markets, Mergers and Acquisitions, Debt Advisory &amp; Restructuring, Debt Private Placements and Fund Placement &amp; Advisory. This combination of industry and product groups enables the firm to deliver advice, strategies and capital with a universal banking approach to our target clients &ndash; high growth, entrepreneurial, middle market companies.
Position available for immediate hire.
Job Description
Our Healthcare M&amp;A team is seeking an experienced Associate to join our New York office. The role offers the opportunity to work closely with senior professionals on valuations, financial analyses, due diligence, and the execution of M&amp;A transactions. The Associate will gain meaningful exposure to both sell-side and buy-side advisory assignments across public/private companies within the healthcare sector.
Responsibilities:
<ul><li>Preparing client presentations, drafting offering memoranda, preparing internal committee memoranda, preparing management and board presentations and other materials for senior bankers as required</li>
<li>Transaction execution involving direct client interaction and communication</li>
<li>Coordinate and perform business due diligence and execute M&amp;A transactions</li>
<li>Conducting extensive financial modeling and valuation</li>
<li>Support new business and marketing initiatives as appropriate</li>
<li>Assessing industry research and trends</li>
<li>Training and mentoring Analysts on the team</li>
</ul>
Qualifications:
<ul><li>Experience in M&amp;A investment banking, preferably Healthcare focused</li>
<li>Strong Microsoft Excel skills essential</li>
<li>Demonstrated aptitude for quantitative and qualitative analysis</li>
<li>Strong verbal and written communication skills</li>
<li>Elevated attention to detail and consistency in work product</li>
<li>High degree of maturity, integrity, demonstrated leadership skills and work ethic</li>
<li>Organized and proactive</li>
<li>Dealogic, CapIQ, Bloomberg and MS Office suite knowledge strongly preferred</li>
<li>SIE, Series 63, 79 FINRA registrations required at the time of hiring or shortly thereafter</li>
</ul>
Compensation:
For job postings in New York City, Oppenheimer is required by law to include a reasonable estimate of the salary range for this role. This salary range is specific to New York and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs. A reasonable estimate of the current base salary range is $150,000.00 - $170,000.00 at the time of this posting. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus.</div>

Investment Banking Healthcare M&A Associate

Mission Staffing

<div>
 
 
 Confidential Job Description &ndash; Executive Assistant (Industrials Team)
 
 
 
 
 Location:
 
 New York, NY
 
 
 
 Schedule:
 
 4 days onsite
 
 
 
 Compensation:
 
 $125,000 &ndash; $150,000 base + discretionary bonus (20&ndash;25%)
 
 
 
 Experience Level:
 
 7+ years
 
 
 
 
 
 
 Overview
 
 
 
 A highly respected, Private Equity firm is seeking an experienced Executive Assistant to support senior members of its Industrials investment team. This firm is known for its operationally focused approach, strong performance track record, and collaborative yet high-performance culture.
 
 
 
 
 
 This role requires a polished, proactive professional who thrives in a fast-paced, dynamic environment and is comfortable supporting multiple senior stakeholders with varying working styles, many of whom operate remotely.
 
 
 
 
 
 
 Key Responsibilities
 
 
 <ul>
 <li>
 Provide high-level administrative support to:
 </li>
 <li>
 2 senior Partners (one with light touch), Principals, Advisors
 </li>
 <li>
 Manage complex, ever-changing calendars and travel logistics across multiple time zones
 </li>
 <li>
 Coordinate and execute several board-level meetings/events annually, including handling frequent changes and updates
 </li>
 <li>
 Serve as a central point of coordination across a distributed team, maintaining alignment despite remote working structures
 </li>
 <li>
 Track priorities, maintain visibility into team activity, and proactively anticipate needs
 </li>
 <li>
 Partner closely with other administrative professionals to ensure seamless team support
 </li>
 </ul>
 
 
 
 
 
 Team &amp; Environment
 
 
 <ul>
 <li>
 Part of a broader administrative team
 </li>
 <li>
 The Principal is regularly onsite; most other stakeholders operate remotely
 </li>
 <li>
 The environment is fast-paced, detail-oriented, and requires strong collaboration and communication across teams
 </li>
 </ul>
 
 
 
 
 
 Candidate Profile
 
 
 <ul>
 <li>
 7+ years of Executive Assistant experience, preferably within finance, private equity, or similarly demanding environments
 </li>
 <li>
 Demonstrated ability to support multiple senior executives simultaneously
 </li>
 <li>
 Highly adaptable with a strong ability to manage ambiguity and shifting priorities
 </li>
 <li>
 Proactive, resourceful, and capable of taking full ownership of responsibilities
 </li>
 <li>
 Strong interpersonal skills with the ability to navigate different personalities and working styles
 </li>
 <li>
 High level of discretion, professionalism, and sound judgment
 </li>
 <li>
 Willingness to maintain awareness of team needs outside of standard business hours when necessary
 </li>
 </ul>
 
 
 
 
 
 Compensation &amp; Benefits
 
 
 <ul>
 <li>
 Competitive base salary and bonus structure
 </li>
 <li>
 Comprehensive medical, dental, and vision coverage (fully employer-paid in-network)
 </li>
 <li>
 401(k) with immediate employer match and enhanced employer contributions after tenure milestones
 </li>
 <li>
 Additional perks include daily meals, wellness benefits, and access to onsite fitness facilities
 </li>
 </ul>
 
 
 
 
 
 Additional Notes
 
 
 
 This is an opportunity to join a top-tier firm with a strong reputation and work closely with senior leadership in a highly visible role. The position offers meaningful exposure, responsibility, and long-term growth potential for the right candidate.
 
</div>

Executive Assistant - Industrials Team - Private Equity

CohnReznick

<div></div><div><div><div><div><div><div><div><div><div><div>Opportunity ID
<div>9443
</div></div><div>Department
<div></div><div><div>Advisory
</div></div></div><div>Location(s)
<div></div><div><div>New York
</div></div></div><div>State
<div></div><div><div>New York
</div></div></div><div>Function
<div></div><div><div>Accounting Advisory
</div></div></div><div>Job Description
<div></div><div><div>As CohnReznick grows, so do our career opportunities. As one of the nation&rsquo;s top professional services firms, CohnReznick creates rewarding careers in advisory, assurance, and tax with team members who value innovation and collaboration in everything they do!
CohnReznick helps organizations optimize performance, manage risk, and maximize value through CohnReznick LLP (assurance services) and CohnReznick Advisory LLC (advisory and tax services). Together, the firm provides leaders with deep industry knowledge and relationships, solutions to address clients&rsquo; unique business goals and risks, and insight on how emerging market forces can drive opportunity. With offices nationwide, the firm serves organizations around the world as an independent member of Nexia.
We currently have an exciting career opportunity for a Senior Associate to join our Private Equity Value Creation team in our CxO Advisory practice.
CohnReznick is a hybrid firm and most of our professionals are located within a commutable distance to one of our offices. This position is considered remote which means it does not require job duties be performed within proximity of a CohnReznick office location. However, as a remote employee, you may be required to be present at a CohnReznick office with scheduled notice for client work, team meetings, or trainings.
YOUR TEAM.
CohnReznick&rsquo;s CxO group offers our clients an extensive array of executive advisory (OCFO, OCOO, OCIO), digital and process transformation, and automation enablement services to adapt to the rapidly changing business environment. Our client focus is mid-market, and you will be exposed to a variety of industries including tech, consumer, manufacturing &amp; distribution, real estate, hospitality, private equity, and renewable energy to name a few.
WHY COHNREZNICK?
At CohnReznick, we&rsquo;re united by a common mission to create opportunity, value, and trust for our clients, our people, and our communities. Whether it&rsquo;s working alongside your peers to solve a client challenge, or volunteering together at the local food bank, there are so many ways to find your &ldquo;why&rdquo; at the firm.
We believe it&rsquo;s important to balance work with everyday life &ndash; and make time for enjoyment and fun. We invest in a robust Total Rewards package that includes everything from generous PTO, a flexible work environment, expanded parental leave, extensive learning &amp; development, and even paid time off for employees to volunteer.
YOUR ROLE.
Responsibilities include but not limited to:
As a Senior Associate within CohnReznick&rsquo;s Private Equity Value Creation team, you will support lower and middle market PE-backed portfolio companies in strengthening the Office of the CFO across the deal lifecycle. You will work in a highly collaborative, project-based environment supporting financial operations diligence, post-close execution, interim finance support, and performance management initiatives across a variety of industries.<ul><li>
Responsibilities include but are not limited to: 
Contribute to growing the practice by developing and refining playbooks, frameworks, and templates to support scalable delivery</li><li>
Assist in executing finance function assessments, rapid diagnostics, and post-close finance transformation initiatives</li><li>
Support financial operations due diligence efforts, including analysis of close processes, controls, working capital, and reporting</li><li>
Assist in developing KPI frameworks and dashboards for PE sponsor and management reporting</li><li>
Support FP&amp;A activities including budgeting, forecasting, variance analysis, and management reporting</li><li>
Assist with interim OCFO support initiatives, including close management, cash flow tracking, and reporting stabilization</li><li>
Support treasury-related workstreams such as cash forecasting, liquidity monitoring, and working capital analysis</li><li>
Assist in developing carve-out financials and standalone reporting for divestitures</li><li>
Participate in post-closing M&amp;A integration planning and execution support</li><li>
Partner with Transaction Advisory Services, Financial Due Diligence, and Technology teams to deliver integrated solutions</li><li>
Contribute to developing and implementing firm-approved, AI-enabled solutions in accordance with company policies on data protection, intellectual property, and professional standards</li><li>
Stay informed on emerging finance technologies, analytics, and AI tools and support their practical application in client engagements</li></ul>
YOUR EXPERIENCE.
The successful candidate will have:<ul><li>
BS/BA required; MBA or Master&rsquo;s degree a plus</li><li>
3&ndash;5+ years of experience, including time in portfolio support, transactions, or advisory roles at a PE firm, public accounting firm, or consulting firm</li><li>
Experience supporting corporate FP&amp;A, accounting, or finance operations functions and exposure to M&amp;A transactions</li><li>
Familiarity with finance systems, reporting tools, and emerging technologies; openness to learning AI and automation tools in alignment with firm and client standards</li><li>
Strong proficiency in MS Office applications; Excel and PowerPoint required</li><li>
Exposure to workflow automation, BI tools, or process improvement initiatives is a plus</li><li>
Demonstrated ability to responsibly explore and adopt firm-approved AI tools to enhance productivity</li><li>
Willingness to travel up to 30%, on average</li></ul>
In addition, please take a moment to review our Universal Job Standards.
Studies have shown that we are less likely to apply to jobs unless we meet every single qualification. At CohnReznick, we are dedicated to building a diverse, equitable, and inclusive workplace, so if you&rsquo;re excited about this role but your experience doesn&rsquo;t align perfectly with every qualification in the job description, we still encourage you to apply. You may be just the right candidate for this or one of our other roles.
In New York, the salary range for a Senior Associate is $85,000 to $140,000. Salary is one component of the CohnReznick total rewards package, which includes a discretionary performance bonus, generous paid time off, expanded, and inclusive parental benefits, and access to best-in-class learning and development platforms, to name a few. To learn more about life at CohnReznick, visit Life at CohnReznick.
&quot;CohnReznick&quot; is the brand name under which CohnReznick LLP and CohnReznick Advisory LLC and their respective subsidiaries provide professional services. CohnReznick LLP and CohnReznick Advisory LLC (and their respective subsidiaries) practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. CohnReznick LLP is a licensed CPA firm that provides attest services to its clients. CohnReznick Advisory LLC provides tax and business consulting services to its clients. CohnReznick Advisory LLC and its subsidiaries are not licensed CPA firms. 
CohnReznick is an equal opportunity employer, committed to a diverse and inclusive team to drive business results and create a better future every day for our team members, clients, partners, and communities. We believe a diverse workforce allows us to match our growth ambitions and drive inclusion across the business. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, or protected veteran status and will not be discriminated against on the basis of disability. For more information, please see Equal Employment Opportunity Posters
If you are an individual with a disability in need of assistance at any time during our recruitment process, please contact us at CRaccommodation@CohnReznick.com Please note: This email address is reserved for individuals with disabilities in need of assistance and is not a means of inquiry about positions or application statuses.
CohnReznick does not accept unsolicited resumes from third-party recruiters unless such recruiters are currently engaged by CohnReznick Talent Acquisition Team by way of a written agreement to provide candidates for a specified opening. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that CohnReznick will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity.</div></div></div></div></div></div></div></div></div></div></div></div>

Private Equity Value Creation (FP&A) - Senior Associate

BroadLight Capital

<div>
 
 BroadLight Capital is a venture and growth equity firm investing across AI and internet. Our LP base and network &ndash; including leading artists, athletes, and entertainers &ndash; give us a unique distribution advantage that opens doors for founders. Our portfolio includes category-defining companies like ElevenLabs, Black Forest Labs, EvenUp, Function Health, Perplexity and Higgsfield.
 
 
 
 
 
 As we continue to build our platform, we're looking for an Associate to join our investment team. This is a role for someone who wants real ownership over their work and is ready to operate with the autonomy and accountability of a more senior investor from day one.
 
 
 
 
 
 What you'll do
 
 <ul>
 <li>
 Source and evaluate investment opportunities across AI infrastructure, AI applications, and consumer internet
 </li>
 <li>
 Lead primary research and competitive analysis to support diligence on active deals
 </li>
 <li>
 Build financial models and prepare investment memos for partnership review
 </li>
 <li>
 Support portfolio companies with market intelligence, hiring, and strategic introductions
 </li>
 <li>
 Assist with fundraising process and investor communications for Fund II
 </li>
 <li>
 Represent BroadLight at industry events, conferences, and founder dinners
 </li>
 </ul>
 
 
 
 
 What we're looking for
 
 <ul>
 <li>
 2&ndash;4 years of experience in investment banking or venture capital
 </li>
 <li>
 Strong analytical foundation with a track record of rigorous, independent thinking
 </li>
 <li>
 Genuine intellectual curiosity about AI and the consumer internet landscape
 </li>
 <li>
 Exceptional written and verbal communication skills; ability to distill complex ideas clearly
 </li>
 <li>
 High agency and ownership mentality
 </li>
 <li>
 Existing network in tech, media, sports, or entertainment is a plus, not a requirement
 </li>
 </ul>
 
 
 
 
 Why BroadLight
 
 <ul>
 <li>
 Exposure to the full investment lifecycle &ndash; sourcing through exit
 </li>
 <li>
 Access to a unique and strategic LP network of artists, athletes, and entertainers with real platform and reach
 </li>
 <li>
 A lean, high-conviction team that moves fast and trusts each other
 </li>
 </ul>
 
 
 
 
 To apply:&nbsp;Send a brief note and your resume to careers@broadlightcapital.com.
 
 
 
 
 
 Compensation range: $150k-300k.
 
</div>

Investment Associate

Morgan Stanley

<div>Morgan Stanley's Equities Derivatives division is looking for a strategist/quantitative analyst for its Derivative Strat risk modelling team. Risk strategists are key participants, together with traders, in the revenue-generating and risk management activities of our Sales &amp; Trading Division. Risk strategists are the primary modelers for new products, and partner with traders to deliver innovative ideas using models to analyze risks and opportunities in trading books for complex derivatives.
Risk strats are responsible for implementing and supporting the models used in all of equity trading. They also assist with data analytics to improve the risk management and hedging infrastructure.
Responsibilities include:
<ul><li>Deliver top-tier risk visibility across the inventory
</li><li>Build cutting edge tools for trading and risk managing equity derivatives products
</li><li>Conduct analysis of complex trades to challenge fair valuation and respective hedging strategies
</li><li>Analyse and manage the risk of the positions currently in the book
</li></ul>Qualifications
<ul><li>An advanced degree in a quantitative subject such as Engineering, Applied Mathematics, Physics, Software Engineering is mandatory
</li><li>Very strong modelling skills, with knowledge of Exotic models a strong plus
</li><li>Very strong programming skills in an object-oriented language applied within the library of a front office team is mandatory
</li><li>Good knowledge of Probability, Numerical Analysis, Stochastic Calculus, Approximation theory, Partial Differential Equations, and an expertise in one of these subjects
</li><li>Drive and desire to work in an intense team-oriented environment
</li><li>Ability to communicate effectively in both written and verbal English
</li></ul>WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
At Morgan Stanley, we raise, manage and allocate capital for our clients &ndash; helping them reach their goals. We do it in a way that&rsquo;s differentiated &ndash; and we&rsquo;ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren&rsquo;t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you&rsquo;ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There&rsquo;s also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.
Expected base pay rates for the role will be between $150,000 - $200,000 per year for Associate at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.
Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.
Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.
For more information, please visit : https://www.morganstanley.com/people-opportunities/eeo .</div>

Equity Derivatives Strat (Risk Modelling) - Institutional Equity - Associate

JPMorganChase

<div>JOB DESCRIPTION 
Job Summary:
Are you intellectually curious, highly communicative, an efficient writer, and good at building relationships, triangulating data, and solving puzzles? You have found the right team!
As an Associate in Equity Research covering Insurance, you will become an industry expert, helping to conduct and facilitate industry analysis and company-specific coverage. This involves core research ranging from dissecting earnings releases and regulatory filings to assessing relevant news events, modeling financial statements and industry dynamics, performing detailed valuation work, writing research notes and sector pieces, and speaking to internal and external clients and management teams about the stocks and sector. You will work with our partners in both Sales and Trading to provide comprehensive client coverage, including fulfilling client requests for market updates and market intelligence. Research is fast-paced, demanding and intellectually stimulating. We look for candidates who possess strong accounting, finance, quantitative and business writing and communication skills, as well as modelling, forecasting, and valuation experience.
Corporate and Investment Banking - Research
One of the world&rsquo;s most highly respected advisory franchises, J.P. Morgan&rsquo;s fundamental and quantitative research provides thoughtful and differentiated analyses on sectors and companies and actionable ideas and thematic insights that empower our clients to make well-informed investment and strategic decisions.
Job Responsibilities:
<ul><li>Build and maintain Excel-based models to forecast company financials and project industry dynamics</li><li>
Perform detailed valuation work to support stock recommendations</li><li>
Analyze complex data sets, news releases, regulatory filings, and industry events to shape your view of the industry and companies under coverage</li><li>
Write research notes on covered companies and sector reports and prepare presentations</li><li>
Build relationships and communicate effectively with internal and external clients, industry experts, and management teams
</li><li>Fulfill client requests in a timely and thorough manner</li><li>
Demonstrate intellectual curiosity and seek to generate ideas for differentiated research product</li></ul>
Required Qualifications:<ul><li>
FINRA licenses Series 86 and Series 87</li><li>
Two to three years of experience in equity research and/or investment banking</li><li>
Strong accounting, finance, quantitative and business communication skills, as well as modelling, forecasting, and valuation experience</li><li>
Advanced level of proficiency in Excel</li><li>
Ability to multi-task and collaborate within a team environment as well as work independently
</li><li>High level of organizational skills, excellent attention to detail, and a proven ability to meet deadlines in a dynamic environment</li><li>
Passion for the markets and interest in Insurance sector</li></ul>
Preferred qualifications:<ul><li>
CFA charterholder or progress towards CFA</li><li>
Some coding capabilities &ndash; e.g., VBA, Python</li></ul>
ABOUT US 
<div>
<div>JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world&rsquo;s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
</div><div>We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
<div>We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants&rsquo; and employees&rsquo; religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase &amp; Co. is an Equal Opportunity Employer, including Disability/Veterans 
</div></div></div> 
 
ABOUT THE TEAM 
 
J.P. Morgan&rsquo;s Commercial &amp; Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial &amp; Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.</div>

US Equity Research Insurance - Associate

Explore 869+ Private equity associate in New York this May. Find roles across top companies and apply now to boost your career.